FDx Advisors’s AmeriGas Partners, L.P. APU Stock Holding History

FDx Advisors’s Portfolio APU Stock Details APU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-22,558	Closed	-$696K	–	854
2019 Q1	$696K	Buy	+22,558	New	+$660K	0.03%	380
2018 Q4	–	Sell	-22,294	Closed	-$881K	–	885
2018 Q3	$881K	Sell	22,294 -1,629	-7%	-$66.8K	0.03%	365
2018 Q2	$1.01M	Sell	23,923 -4,595	-16%	-$191K	0.04%	362
2018 Q1	$1.14M	Sell	28,518 -6,427	-18%	-$285K	0.03%	464
2017 Q4	$1.62M	Sell	34,945 -2,096	-6%	-$94.3K	0.04%	389
2017 Q3	$1.67M	Sell	37,041 -2,490	-6%	-$110K	0.05%	374
2017 Q2	$1.79M	Buy	39,531 +1,426	+4%	+$64K	0.05%	331
2017 Q1	$1.79M	Sell	38,105 -27,024	-41%	-$1.28M	0.05%	313
2016 Q4	$3.12M	Buy	65,129 +43,162	+196%	+$1.98M	0.09%	207
2016 Q3	$1M	Buy	21,967 +11,137	+103%	+$520K	0.04%	387
2016 Q2	$506K	Buy	+10,830	New	+$475K	0.02%	590

Other funds holding APU

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FDx Advisors's APU Position: Q2 2019 in Review

FDx Advisors sold out of AmeriGas Partners, L.P. (APU) in Q2 2019, closing a stake of 22,558 shares — an estimated $696K sold.

FDx Advisors first reported a position in APU in Q2 2016 and held it in 11 quarters. The position peaked at $3.12M in Q4 2016. 210 funds tracked by Wall St. Rank hold APU as of Q2 2019.

FDx Advisors reported no remaining AmeriGas Partners, L.P. position as of Q2 2019 after selling out during the quarter.
FDx Advisors sold 22,558 AmeriGas Partners, L.P. shares in Q2 2019, an estimated $696K.
FDx Advisors first reported a position in AmeriGas Partners, L.P. in Q2 2016 and held it in 11 quarters.
FDx Advisors's AmeriGas Partners, L.P. position peaked at $3.12M in Q4 2016.
210 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q2 2019.

Based on FDx Advisors's 13F filing for Q2 2019, filed 19 Jul 2019.